Sap SE - ADR
SAP
Market Cap$354.32B
Close$
Earnings Call Q1 2025
April 22, 2025 - AI Summary
Strong Q1 Performance: SAP reported a 29% increase in current cloud backlog to €18.2 billion, with cloud revenue soaring 26% year-on-year, nearing the €5 billion mark. Total revenue climbed 11% to €9 billion, showcasing a solid start to 2025 despite a challenging macroeconomic environment.
High Operating Profit Growth: Operating profit surged 58% to €2.5 billion, significantly exceeding the company’s guidance of 26% to 30% growth for the year. This performance is attributed to successful execution of SAP's transformation program and improving cloud gross margin, which rose by 2.6 percentage points to 75%.
Market Position and Customer Engagement: SAP remains the #1 enterprise application software vendor globally, with significant wins across various sectors, including automotive giants like Hyundai and Kia. The company's solutions, especially its Business Data Cloud, are resonating well with customers seeking resilience and productivity in uncertain times.
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$112.68
63.9% downside
Current Fair Value
63.9% downsideOvervalued by 63.9% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $354.32 Billion |
|---|---|
| Enterprise Value | $353.11 Billion |
| Dividend Yield | $2.54 (0.791181996086106%) |
| Earnings per Share | $2.68 |
| Beta | 0.94 |
| Outstanding Shares | 1,167,000,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 52.02 |
|---|---|
| PEG | -16.51 |
| Price to Sales | 10.4 |
| Price to Book Ratio | 8.0 |
| Enterprise Value to Revenue | 10.05 |
| Enterprise Value to EBIT | 39.27 |
| Enterprise Value to Net Income | 61 |
| Total Debt to Enterprise | 0.03 |
| Debt to Equity | 0.22 |
Revenue Sources
No data
Insider Trades
ESG Score
No data